Stratospheric internet could finally start taking off this year

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Stratospheric internet could finally start taking off this year

Today, an estimated 2.2 billion people still have either limited or no access to the internet, largely because they live in remote places. But that number could drop this year, thanks to tests of stratospheric airships, uncrewed aircraft, and other high-altitude platforms for internet delivery. Even with nearly 10,000 active Starlink satellites in orbit and the OneWeb constellation of 650 satellites, solid internet coverage is not a given across vast swathes of the planet. One of the most prominent efforts to plug the connectivity gap was Google X’s Loon project. Launched in 2011, it aimed to deliver access using high-altitude balloons stationed above predetermined spots on Earth. But the project faced literal headwinds—the Loons kept drifting away and new ones had to be released constantly, making the venture economically unfeasible. Although Google shuttered the high-profile Loon in 2021, work on other kinds of high-altitude platform stations (HAPS) has continued behind the scenes. Now, several companies claim they have solved Loon’s problems with different designs—in particular, steerable airships and fixed-wing UAVs (unmanned aerial vehicles)—and are getting ready to prove the tech’s internet beaming potential starting this year, in tests above Japan and Indonesia. Regulators, too, seem to be thinking seriously about HAPS. In mid-December, for example, the US Federal Aviation Administration released a 50-page document outlining how large numbers of HAPS could be integrated into American airspace. According to the US Census Bureau’s 2024 American Community Survey (ACS) data, some 8 million US households (4.5% of the population) still live completely offline, and HAPS proponents think the technology might get them connected more cheaply than alternatives. Despite the optimism of the companies involved, though, some analysts remain cautious. “The HAPS market has been really slow and challenging to develop,” says Dallas Kasaboski, a space industry analyst at the consultancy Analysis Mason. After all, Kasaboski says, the approach has struggled before: “A few companies were very interested in it, very ambitious about it, and then it just didn’t happen.” Beaming down connections Hovering in the thin air at altitudes above 12 miles, HAPS have a unique vantage point to beam down low-latency, high-speed connectivity directly to smartphone users in places too remote and too sparsely populated to justify the cost of laying fiber-optic cables or building ground-based cellular base stations. “Mobile network operators have some commitment to provide coverage, but they frequently prefer to pay a fine than cover these remote areas,” says Pierre-Antoine Aubourg, chief technology officer of Aalto HAPS, a spinoff from the European aerospace manufacturer Airbus. “With HAPS, we make this remote connectivity case profitable.” Aalto HAPS has built a solar-powered UAV with a 25-meter wingspan that has conducted many long-duration test flights in recent years. In April 2025 the craft, called Zephyr, broke a HAPS record by staying afloat for 67 consecutive days. The first months of 2026 will be busy for the company, according to Aubourg; Zephyr will do a test run over southern Japan to trial connectivity delivery to residents of some of the country’s smallest and most poorly connected inhabited islands. Because of its unique geography, Japan is a perfect test bed for HAPS. Many of the country’s roughly 430 inhabited islands are remote, mountainous, and sparsely populated, making them too costly to connect with terrestrial cell towers. Aalto HAPS is partnering with Japan’s largest mobile network operators, NTT DOCOMO and the telecom satellite operator Space Compass, which want to use Zephyr as part of next-generation telecommunication infrastructure. “Non-terrestrial networks have the potential to transform Japan’s communications ecosystem, addressing access to connectivity in hard-to-reach areas while supporting our country’s response to emergencies,” Shigehiro Hori, co-CEO of Space Compass, said in a statement. Zephyr, Aubourg explains, will function like another cell tower in the NTT DOCOMO network, only it will be located well above the planet instead of on its surface. It will beam high-speed 5G connectivity to smartphone users without the need for the specialized terminals that are usually required to receive satellite internet. “For the user on the ground, there is no difference when they switch from the terrestrial network to the HAPS network,” Aubourg says. “It’s exactly the same frequency and the same network.” New Mexico–based Sceye, which has developed a solar-powered helium-filled airship, is also eyeing Japan for pre-commercial trials of its stratospheric connectivity service this year. The firm, which extensively tested its slick 65-meter-long vehicle in 2025, is working with the Japanese telecommunications giant SoftBank. Just like NTT DOCOMO, Softbank is betting on HAPS to take its networks to another level. Mikkel Frandsen, Sceye’s founder and CEO, says that his firm succeeded where Loon failed by betting on the advantages offered by the more controllable airship shape, intelligent avionics, and innovative batteries that can power an electric fan to keep the aircraft in place. “Google’s Loon was groundbreaking, but they used a balloon form factor, and despite advanced algorithms—and the ability to change altitude to find desired wind directions and wind speeds—Loon’s system relied on favorable winds to stay over a target area, resulting in unpredictable station-seeking performance,” Frandsen says. “This required a large amount of balloons in the air to have relative certainty that one would stay over the area of operation, which was financially unviable.” He adds that Sceye’s airship can “point into the wind” and more effectively maintain its position. “We have significant surface area, providing enough physical space to lift 250-plus kilograms and host solar panels and batteries,” he says, “allowing Sceye to maintain power through day-night cycles, and therefore staying over an area of operation while maintaining altitude.” The persistent digital divide Satellite internet currently comes at a price tag that can be too high for people in developing countries, says Kasaboski. For example, Starlink subscriptions start at $10 per month in Africa, but millions of people in these regions are surviving on a mere $2 a day. Frandsen and Aubourg both claim that HAPS can connect the world’s unconnected more cheaply. Because satellites in low Earth orbit circle the planet at very high speeds, they quickly disappear from a ground terminal’s view, meaning large quantities of those satellites are needed to provide continuous coverage. HAPS can hover, affording a constant view of a region, and more HAPS can be launched to meet higher demand. “If you want to deliver connectivity with a low-Earth-orbit constellation into one place, you still need a complete constellation,” says Aubourg. “We can deliver connectivity with one aircraft to one location. And then we can tailor much more the size of the fleet according to the market coverage that we need.” Starlink gets a lot of attention, but satellite internet has some major drawbacks, says Frandsen. A big one is that its bandwidth gets diluted once the number of users in an area grows. In a recent interview, Starlink cofounder Elon Musk compared the Starlink beams to a flashlight. Given the distance at which those satellites orbit the planet, the cone is wide, covering a large area. That’s okay when users are few and far between, but it can become a problem with higher densities of users. For example, Ukrainian defense technologists have said that Starlink bandwidth can drop on the front line to a mere 10 megabits per second, compared with the peak offering of 220 Mbps when drones and ground robots are in heavy use. Users in Indonesia, which like Japan is an island nation, also began reporting problems with Starlink shortly after the service was introduced in the country in 2024. Again, bandwidth declined as the number of subscribers grew. In fact, Frandsen says, Starlink’s performance is less than optimal once the number of users exceeds one person per square kilometer. And that can happen almost anywhere—even relatively isolated island communities can have hundreds or thousands of residents in a small area. “There is a relationship between the altitude and the population you can serve,” Frandsen says. “You can’t bring space closer to the surface of the planet. So the telco companies want to use the stratosphere so that they can get out to more rural populations than they could otherwise serve.” Starlink did not respond to our queries about these challenges. Cheaper and faster Sceye and Aalto HAPS see their stratospheric vehicles as part of integrated telecom networks that include both terrestrial cell towers and satellites. But they’re far from the only game in town. World Mobile, a telecommunications company headquartered in London, thinks its hydrogen-powered high-altitude UAV can compete directly with satellite mega-constellations. The company acquired the HAPS developer Stratospheric Platforms last year. This year, it plans to flight-test an innovative phased array antenna, which it claims will be able to deliver bandwidth of 200 megabits per second (enough to enable ultra-HD video streaming to 500,000 users at the same time over an area of 15,000 square kilometers—equivalent to the coverage of more than 500 terrestrial cell towers, the company says). Last year, World Mobile also signed a partnership with the Indonesian telecom operator Protelindo to build a prototype Stratomast aircraft, with tests scheduled to begin in late 2027. Richard Deakin, CEO of World Mobile’s HAPS division World Mobile Stratospheric, says that just nine Stratomasts could supply Scotland’s 5.5 million residents with high-speed internet connectivity at a cost of £40 million ($54 million) per year. That’s equivalent to about 60 pence (80 cents) per person per month, he says. Starlink subscriptions in the UK, of which Scotland is a part, come at £75 ($100) per month. A troubled past Companies working on HAPS also extol the convenience of prompt deployments in areas struck by war or natural disasters like Hurricane Maria in Puerto Rico, after which Loon played an important role. And they say that HAPS could make it possible for smaller nations to obtain complete control over their celestial internet-beaming infrastructure rather than relying on mega-constellations controlled by larger nations, a major boon at a time of rising geopolitical tensions and crumbling political alliances. Analysts, however, remain cautious, projecting a HAPS market totaling a modest $1.9 billion by 2033. The satellite internet industry, on the other hand, is expected to be worth $33.44 billion by 2030, according to some estimates. The use of HAPS for internet delivery to remote locations has been explored since the 1990s, about as long as the concept of low-Earth-orbit mega-constellations. The seemingly more cost-effective stratospheric technology, however, lost to the space fleets thanks to the falling cost of space launches and ambitious investment by Musk’s SpaceX. Google wasn’t the only tech giant to explore the HAPS idea. Facebook also had a project, called Aquila, that was discontinued after it too faced technical difficulties. Although the current cohort of HAPS makers claim they have solved the challenges that killed their predecessors, Kasaboski warns that they’re playing a different game: catching up with now-established internet-beaming mega constellations. By the end of this year, it’ll be much clearer whether they stand a good chance of doing so.

Even with nearly 10,000 active Starlink satellites in orbit and the OneWeb constellation of 650 satellites, solid internet coverage is not a given across vast swathes of the planet.

One of the most prominent efforts to plug the connectivity gap was Google X’s Loon project. Launched in 2011, it aimed to deliver access using high-altitude balloons stationed above predetermined spots on Earth. But the project faced literal headwinds—the Loons kept drifting away and new ones had to be released constantly, making the venture economically unfeasible.

Although Google shuttered the high-profile Loon in 2021, work on other kinds of high-altitude platform stations (HAPS) has continued behind the scenes. Now, several companies claim they have solved Loon’s problems with different designs—in particular, steerable airships and fixed-wing UAVs (unmanned aerial vehicles)—and are getting ready to prove the tech’s internet beaming potential starting this year, in tests above Japan and Indonesia.

Regulators, too, seem to be thinking seriously about HAPS. In mid-December, for example, the US Federal Aviation Administration released a 50-page document outlining how large numbers of HAPS could be integrated into American airspace. According to the US Census Bureau’s 2024 American Community Survey (ACS) data, some 8 million US households (4.5% of the population) still live completely offline, and HAPS proponents think the technology might get them connected more cheaply than alternatives.

Despite the optimism of the companies involved, though, some analysts remain cautious.

“The HAPS market has been really slow and challenging to develop,” says Dallas Kasaboski, a space industry analyst at the consultancy Analysis Mason. After all, Kasaboski says, the approach has struggled before: “A few companies were very interested in it, very ambitious about it, and then it just didn’t happen.”

Beaming down connections

Hovering in the thin air at altitudes above 12 miles, HAPS have a unique vantage point to beam down low-latency, high-speed connectivity directly to smartphone users in places too remote and too sparsely populated to justify the cost of laying fiber-optic cables or building ground-based cellular base stations.

“Mobile network operators have some commitment to provide coverage, but they frequently prefer to pay a fine than cover these remote areas,” says Pierre-Antoine Aubourg, chief technology officer of Aalto HAPS, a spinoff from the European aerospace manufacturer Airbus. “With HAPS, we make this remote connectivity case profitable.”

Aalto HAPS has built a solar-powered UAV with a 25-meter wingspan that has conducted many long-duration test flights in recent years. In April 2025 the craft, called Zephyr, broke a HAPS record by staying afloat for 67 consecutive days. The first months of 2026 will be busy for the company, according to Aubourg; Zephyr will do a test run over southern Japan to trial connectivity delivery to residents of some of the country’s smallest and most poorly connected inhabited islands.

Because of its unique geography, Japan is a perfect test bed for HAPS. Many of the country’s roughly 430 inhabited islands are remote, mountainous, and sparsely populated, making them too costly to connect with terrestrial cell towers. Aalto HAPS is partnering with Japan’s largest mobile network operators, NTT DOCOMO and the telecom satellite operator Space Compass, which want to use Zephyr as part of next-generation telecommunication infrastructure.

“Non-terrestrial networks have the potential to transform Japan’s communications ecosystem, addressing access to connectivity in hard-to-reach areas while supporting our country’s response to emergencies,” Shigehiro Hori, co-CEO of Space Compass, said in a statement.

Zephyr, Aubourg explains, will function like another cell tower in the NTT DOCOMO network, only it will be located well above the planet instead of on its surface. It will beam high-speed 5G connectivity to smartphone users without the need for the specialized terminals that are usually required to receive satellite internet. “For the user on the ground, there is no difference when they switch from the terrestrial network to the HAPS network,” Aubourg says. “It’s exactly the same frequency and the same network.”

New Mexico–based Sceye, which has developed a solar-powered helium-filled airship, is also eyeing Japan for pre-commercial trials of its stratospheric connectivity service this year. The firm, which extensively tested its slick 65-meter-long vehicle in 2025, is working with the Japanese telecommunications giant SoftBank. Just like NTT DOCOMO, Softbank is betting on HAPS to take its networks to another level.

Mikkel Frandsen, Sceye’s founder and CEO, says that his firm succeeded where Loon failed by betting on the advantages offered by the more controllable airship shape, intelligent avionics, and innovative batteries that can power an electric fan to keep the aircraft in place.

“Google’s Loon was groundbreaking, but they used a balloon form factor, and despite advanced algorithms—and the ability to change altitude to find desired wind directions and wind speeds—Loon’s system relied on favorable winds to stay over a target area, resulting in unpredictable station-seeking performance,” Frandsen says. “This required a large amount of balloons in the air to have relative certainty that one would stay over the area of operation, which was financially unviable.”

He adds that Sceye’s airship can “point into the wind” and more effectively maintain its position.

“We have significant surface area, providing enough physical space to lift 250-plus kilograms and host solar panels and batteries,” he says, “allowing Sceye to maintain power through day-night cycles, and therefore staying over an area of operation while maintaining altitude.”

The persistent digital divide

Satellite internet currently comes at a price tag that can be too high for people in developing countries, says Kasaboski. For example, Starlink subscriptions start at $10 per month in Africa, but millions of people in these regions are surviving on a mere $2 a day.

Frandsen and Aubourg both claim that HAPS can connect the world’s unconnected more cheaply. Because satellites in low Earth orbit circle the planet at very high speeds, they quickly disappear from a ground terminal’s view, meaning large quantities of those satellites are needed to provide continuous coverage. HAPS can hover, affording a constant view of a region, and more HAPS can be launched to meet higher demand.

“If you want to deliver connectivity with a low-Earth-orbit constellation into one place, you still need a complete constellation,” says Aubourg. “We can deliver connectivity with one aircraft to one location. And then we can tailor much more the size of the fleet according to the market coverage that we need.”

Starlink gets a lot of attention, but satellite internet has some major drawbacks, says Frandsen. A big one is that its bandwidth gets diluted once the number of users in an area grows.

In a recent interview, Starlink cofounder Elon Musk compared the Starlink beams to a flashlight. Given the distance at which those satellites orbit the planet, the cone is wide, covering a large area. That’s okay when users are few and far between, but it can become a problem with higher densities of users.

For example, Ukrainian defense technologists have said that Starlink bandwidth can drop on the front line to a mere 10 megabits per second, compared with the peak offering of 220 Mbps when drones and ground robots are in heavy use. Users in Indonesia, which like Japan is an island nation, also began reporting problems with Starlink shortly after the service was introduced in the country in 2024. Again, bandwidth declined as the number of subscribers grew.

In fact, Frandsen says, Starlink’s performance is less than optimal once the number of users exceeds one person per square kilometer. And that can happen almost anywhere—even relatively isolated island communities can have hundreds or thousands of residents in a small area. “There is a relationship between the altitude and the population you can serve,” Frandsen says. “You can’t bring space closer to the surface of the planet. So the telco companies want to use the stratosphere so that they can get out to more rural populations than they could otherwise serve.” Starlink did not respond to our queries about these challenges.

Cheaper and faster

Sceye and Aalto HAPS see their stratospheric vehicles as part of integrated telecom networks that include both terrestrial cell towers and satellites. But they’re far from the only game in town.

World Mobile, a telecommunications company headquartered in London, thinks its hydrogen-powered high-altitude UAV can compete directly with satellite mega-constellations. The company acquired the HAPS developer Stratospheric Platforms last year. This year, it plans to flight-test an innovative phased array antenna, which it claims will be able to deliver bandwidth of 200 megabits per second (enough to enable ultra-HD video streaming to 500,000 users at the same time over an area of 15,000 square kilometers—equivalent to the coverage of more than 500 terrestrial cell towers, the company says).

Last year, World Mobile also signed a partnership with the Indonesian telecom operator Protelindo to build a prototype Stratomast aircraft, with tests scheduled to begin in late 2027.

Richard Deakin, CEO of World Mobile’s HAPS division World Mobile Stratospheric, says that just nine Stratomasts could supply Scotland’s 5.5 million residents with high-speed internet connectivity at a cost of £40 million ($54 million) per year. That’s equivalent to about 60 pence (80 cents) per person per month, he says. Starlink subscriptions in the UK, of which Scotland is a part, come at £75 ($100) per month.

A troubled past

Companies working on HAPS also extol the convenience of prompt deployments in areas struck by war or natural disasters like Hurricane Maria in Puerto Rico, after which Loon played an important role. And they say that HAPS could make it possible for smaller nations to obtain complete control over their celestial internet-beaming infrastructure rather than relying on mega-constellations controlled by larger nations, a major boon at a time of rising geopolitical tensions and crumbling political alliances.

Analysts, however, remain cautious, projecting a HAPS market totaling a modest $1.9 billion by 2033. The satellite internet industry, on the other hand, is expected to be worth $33.44 billion by 2030, according to some estimates.

The use of HAPS for internet delivery to remote locations has been explored since the 1990s, about as long as the concept of low-Earth-orbit mega-constellations. The seemingly more cost-effective stratospheric technology, however, lost to the space fleets thanks to the falling cost of space launches and ambitious investment by Musk’s SpaceX.

Google wasn’t the only tech giant to explore the HAPS idea. Facebook also had a project, called Aquila, that was discontinued after it too faced technical difficulties. Although the current cohort of HAPS makers claim they have solved the challenges that killed their predecessors, Kasaboski warns that they’re playing a different game: catching up with now-established internet-beaming mega constellations. By the end of this year, it’ll be much clearer whether they stand a good chance of doing so.

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Equinor has started drilling the Raia natural gas project in the Campos basin presalt offshore Brazil. The $9-billion project is Equinor’s largest international investment, its largest project under execution, and marks the deepest water depth operation in its portfolio. The drilling campaign, which began Mar. 24 with the Valaris DS‑17 drillship, includes six wells in the Raia area 200 km offshore in water depths of around 2,900 m. The area is expected to hold recoverable natural gas and condensate reserves of over 1 billion boe. Raia’s development concept is based on production through wells connected to a 126,000-b/d floating production, storage and offloading unit (FPSO), which will treat produced oil/condensate and gas. Natural gas will be transported through a 200‑km pipeline from the FPSO to Cabiúnas, in the city of Macaé, Rio de Janeiro state. Once in operation, expected in 2028, the project will have the capacity to export up to 16 million cu m/day of natural gas, which could represent 15% of Brazil’s natural gas demand, the company said in a release Mar. 24. “While drilling takes place, integration and commissioning activities on the FPSO are progressing well putting us on track towards a safe start of operations in 2028,” said Geir Tungesvik, executive vice-president, projects, drilling and procurement, Equinor. The Raia project is operated by Equinor (35%), in partnership with Repsol Sinopec Brasil (35%) and Petrobras (30%).

Nscale Expands AI Factory Strategy With Power, Platform, and Scale

Nscale has moved quickly from startup to serious contender in the race to build infrastructure for the AI era. Founded in 2024, the company has positioned itself as a vertically integrated “neocloud” operator, combining data center development, GPU fleet ownership, and a software stack designed to deliver large-scale AI compute. That model has helped it attract backing from investors including Nvidia, and in early March 2026 the company raised another $2 billion at a reported $14.6 billion valuation. Reuters has described Nscale’s approach as owning and operating its own data centers, GPUs, and software stack to support major customers including Microsoft and OpenAI. What makes Nscale especially relevant now is that it is no longer content to operate as a cloud intermediary or capacity provider. Over the past year, the company has increasingly framed itself as an AI hyperscaler and AI factory builder, seeking to combine land, power, data center shells, GPU procurement, customer offtake, and software services into a single integrated platform. Its acquisition of American Intelligence & Power Corporation, or AIPCorp, is the clearest signal yet of that shift, bringing energy infrastructure directly into the center of Nscale’s business model. The AIPCorp transaction is significant because it gives Nscale more than additional development capacity. The company said the deal includes the Monarch Compute Campus in Mason County, West Virginia, a site of up to 2,250 acres with a state-certified AI microgrid and a power runway it says can scale beyond 8 gigawatts. Nscale also said the acquisition establishes a new division, Nscale Energy & Power, headquartered in Houston, extending its platform further into power development. That positioning reflects a broader shift in the AI infrastructure market. The central bottleneck is no longer simply access to GPUs. It is the ability to assemble power, cooling, land, permits, data center

Google Research touts memory-compression breakthrough for AI processing

The last time the market witnessed a shakeup like this was China’s DeepSeek, but doubts emerged quickly about its efficacy. Developers found DeepSeek’s efficiency gains required deep architectural decisions that had to be built in from the start. TurboQuant requires no retraining or fine-tuning. You just drop it straight into existing inference pipelines, at least in theory. If it works in production systems with no retrofitting, then data center operators will get tremendous performance gains on existing hardware. Data center operators won’t have to throw hardware at the performance problem. However, analysts urge caution before jumping to conclusions. “This is a research breakthrough, not a shipping product,” said Alex Cordovil, research director for physical infrastructure at The Dell’Oro Group. “There’s often a meaningful gap between a published paper and real-world inference workloads.” Also, Dell’Oro notes that efficiency gains in AI compute tend to get consumed by more demand, known as the Jevons paradox. “Any freed-up capacity would likely be absorbed by frontier models expanding their capabilities rather than reducing their hardware footprint.” Jim Handy, president of Objective Analysis, agrees on that second part. “Hyperscalers won’t cut their spending – they’ll just spend the same amount and get more bang for their buck,” he said. “Data centers aren’t looking to reach a certain performance level and subsequently stop spending on AI. They’re looking to out-spend each other to gain market dominance. This won’t change that.” Google plans to present a paper outlining TurboQuant at the ICLR conference in Rio de Janeiro running from April 23 through April 27.

Amazon Middle East datacenter suffers second drone hit as Iran steps up attacks

Amazon was contacted for comment on the latest Bahrain drone incident, but said it had nothing to add beyond the statement in its current advisory. Denial of infrastructure Doing the damage is the Shaheed 136, a small and unsophisticated drone designed to overwhelm defenders with numbers. If only one in twenty reaches its target, the price-performance still exceeds that of more expensive systems. When aimed at critical infrastructure such as datacenters, the effect is also psychological; the threat of an attack on its own can be enough to make it difficult for organizations to continue using an at-risk facility. Iran’s targeting of the Bahrain datacenter is unlikely to be random. Amazon opened its ME-SOUTH-1 AWS presence in 2019, and it is still believed to be the company’s largest site in the Middle East. Earlier this week, the Islamic Revolutionary Guard Corps (IRGC) Telegram channel explicitly threatened to target at least 18 US companies operating in the region, including Microsoft, Google, Nvidia, and Apple. This follows similar threats to an even longer list of US companies made on the IRGC-affiliated Tasnim News Agency in recent weeks. That strategy doesn’t bode well for US companies that have made large investments in Middle Eastern datacenter infrastructure in recent years, drawn by the growing wealth and influence of countries in the region. This includes Amazon, which has announced plans to build a $5.3 billion datacenter in Saudi Arabia, due to become available in 2026. If this is now under threat, whether by warfare or the hypothetical possibility of attack, that will create uncertainty.

Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots

Each month Data Center Frontier, in partnership with Pkaza, posts some of the hottest data center career opportunities in the market. Here’s a look at some of the latest data center jobs posted on the Data Center Frontier jobs board, powered by Pkaza Critical Facilities Recruiting. Looking for Data Center Candidates? Check out Pkaza’s Active Candidate / Featured Candidate Hotlist Power Applications Engineer Pittsburgh, PA This position is also available in: Denver, CO and Andrews, SC. Our client is a leading provider and manufacturer of industrial electrical power equipment used in industrial applications for mission critical operations. They help their customers save money by reducing energy and operating costs and provide solutions for modernizing their customer’s existing electrical infrastructure. This company provides cooling solutions to many of the world’s largest organizations and government facilities and enterprise clients, colocation providers and hyperscale companies. This career-growth minded opportunity offers exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits. Electrical Commissioning Engineer Ashburn, VA This traveling position is also available in: New York, NY; White Plains, NY; Dallas, TX; Richmond, VA; Montvale, NJ; Charlotte, NC; Atlanta, GA; Hampton, GA; New Albany, OH; Cedar Rapids, IA; Phoenix, AZ; Salt Lake City, UT; Kansas City, MO; Omaha, NE; Chesterton, IN or Chicago, IL. *** ALSO looking for a LEAD EE and ME CxA Agents and CxA PMs. *** Our client is an engineering design and commissioning company that has a national footprint and specializes in MEP critical facilities design. They provide design, commissioning, consulting and management expertise in the critical facilities space. They have a mindset to provide reliability, energy efficiency, sustainable design and LEED expertise when providing these consulting services for enterprise, colocation and hyperscale companies. This career-growth minded opportunity offers exciting projects with leading-edge technology and innovation as well as competitive

No joke: data centers are warming the planet

The researchers also made use of a database provided by the International Energy Agency (IEA) that the authors pointed out contains more than 11,000 locations worldwide, of which 8,472 have been detected to dwell outside of highly dense urban areas. The latter locations were then used to “quantify the effect of data centers on the environment in terms of the LST gradient that could be measured on the areas surrounding each data center.” Asking the wrong question Asked if AI data centers are really causing local warming, or if this phenomenon is overstated, Sanchit Vir Gogia, chief analyst at Greyhound Research, said, “the signal is real, but the industry is asking the wrong question. The research shows a consistent rise in land surface temperature of around 2°C following the establishment of large data centre facilities.” The debate, however, “has quickly shifted to causality: whether this is driven by operational heat from compute, or by land transformation during construction. That distinction matters scientifically, but it does not change the strategic implication.” Land surface temperature, said Gogia, is not the same as air temperature, and that gap will be used to challenge the findings. “But dismissing the signal on that basis would be a mistake,” he noted. “Data centers concentrate energy use, replace natural surfaces with heat-retaining materials, and continuously reject heat into the environment. Those are known drivers of thermal change.” He added, “the uncomfortable truth is this: Even if the exact mechanism is debated, the outcome aligns with first principles. Infrastructure at this scale alters its surroundings. The industry does not yet have a clean way to separate construction impact from operational impact, and that ambiguity makes the risk harder to model, not easier. This is not overstated, it is under-interpreted.” Location strategy must change But will the findings change

Schneider Electric Maps the AI Data Center’s Next Design Era

The coming shift to higher-voltage DC That internal power challenge led Simonelli to one of the most consequential architectural topics in the interview: the likely transition toward higher-voltage DC distribution at very high rack densities. He framed it pragmatically. At current density levels, the industry knows how to get power into racks at 200 or 300 kilowatts. But as densities rise toward 400 kilowatts and beyond, conventional AC approaches start to run into physical limits. Too much cable, too much copper, too much conversion equipment, and too much space consumed by power infrastructure rather than GPUs. At that point, he said, higher-voltage DC becomes attractive not for philosophical reasons, but because it reduces current, shrinks conductor size, saves space, and leaves more room for revenue-generating compute. “It is again a paradigm shift,” Simonelli said of DC power at these densities. “But it won’t be everywhere.” That is probably right. The transition will not be universal, and the exact thresholds will evolve. But his underlying point is powerful. As rack densities climb, electrical architecture starts to matter not only for efficiency and reliability, but for physical space allocation inside the rack. Put differently, power distribution becomes a compute-enablement issue. Distance between accelerators matters, too. The closer GPUs and TPUs can be kept together, the better they perform. If power infrastructure can be compacted, more of the rack can be devoted to dense compute, improving the economics and performance of the system. That is a strong example of how AI is collapsing traditional boundaries between facility engineering and compute architecture. The two are no longer cleanly separable. Gas now, renewables over time On onsite power, Simonelli was refreshingly direct. If the goal is dispatchable onsite generation at the scale now being contemplated for AI facilities, he said, “there really isn’t an alternative

Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs). In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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